Institutional Ownership Blackrock Short Maturity Bond (NEAR)
This table provides information about the institutional ownership of Blackrock Short Maturity Bond (NEAR). We have compiled data on the 417 institutions that hold shares in the stock, with a total of 50.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
125,939
shares
|
$6.44 Million
1.07% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Management Network Inc
|
Oct 28, 2025 Q3 2025 |
124,538
shares
|
$6.37 Million
1.26% of portfolio
|
Q3 2025
Added 11.24%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Nov 18, 2025 Q3 2025 |
120,861
shares
|
$6.18 Million
1.39% of portfolio
|
Q3 2025
Added 23.19%
|
|
|
Staley Capital Advisers Inc
|
Nov 12, 2025 Q3 2025 |
120,250
shares
|
$6.15 Million
0.26% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Montecito Bank & Trust
|
Oct 07, 2025 Q3 2025 |
115,238
shares
|
$5.89 Million
0.93% of portfolio
|
Q3 2025
Reduced 4.95%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
113,000
shares
|
$5.78 Million
0.23% of portfolio
|
Q3 2025
Added 2.65%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
112,879
shares
|
$5.77 Million
0.88% of portfolio
|
Q3 2025
Added 7.4%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
106,224
shares
|
$5.43 Million
1.92% of portfolio
|
Q3 2025
New holding
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
105,062
shares
|
$5.37 Million
0.18% of portfolio
|
Q3 2025
Added 5.44%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
100,189
shares
|
$5.12 Million
0.03% of portfolio
|
Q4 2024
Added 6.17%
|
|
|
Canal Insurance CO
|
Oct 27, 2025 Q3 2025 |
100,000
shares
|
$5.11 Million
1.09% of portfolio
|
Q1 2025
Added 28.21%
|
|
|
Astor Investment Management LLC
|
Jul 18, 2025 Q2 2025 |
93,013
shares
|
$4.76 Million
3.99% of portfolio
|
Q2 2025
Added 67.61%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
90,245
shares
|
$4.62 Million
0.01% of portfolio
|
Q3 2025
Reduced 20.49%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
89,796
shares
|
$4.59 Million
0.51% of portfolio
|
Q3 2025
Reduced 1.04%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
84,675
shares
|
$4.33 Million
0.34% of portfolio
|
Q3 2025
Added 3.98%
|
|
|
Values First Advisors, Inc.
|
Oct 21, 2025 Q3 2025 |
84,484
shares
|
$4.32 Million
2.43% of portfolio
|
Q3 2025
Added 2.69%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Oct 09, 2025 Q3 2025 |
83,826
shares
|
$4.29 Million
1.33% of portfolio
|
Q3 2025
Reduced 5.99%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Oct 17, 2025 Q3 2025 |
80,610
shares
|
$4.12 Million
2.46% of portfolio
|
Q3 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
78,927
shares
|
$4.04 Million
0.07% of portfolio
|
Q3 2025
Added 187.66%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
77,012
shares
|
$3.94 Million
0.1% of portfolio
|
Q3 2025
Added 10.78%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
76,587
shares
|
$3.92 Million
0.02% of portfolio
|
Q3 2025
Reduced 64.6%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
76,413
shares
|
$3.91 Million
1.44% of portfolio
|
Q4 2024
Reduced 4.81%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
75,910
shares
|
$3.88 Million
0.0% of portfolio
|
Q3 2025
Added 6.79%
|
|
|
Sage Capital Advisors,Llc
|
Oct 07, 2025 Q3 2025 |
71,626
shares
|
$3.66 Million
0.9% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
70,871
shares
|
$3.62 Million
0.01% of portfolio
|
Q3 2025
Added 28.0%
|
|